Special Needs Planning & Trusts in Arizona


What is Special Needs Planning?

Special needs planning refers to the process of creating a comprehensive financial, legal, and care plan for individuals with special needs or disabilities. It involves addressing the unique challenges and considerations faced by individuals who may require long-term care, support, and accommodations throughout their lives.

The goal of special needs planning is to ensure that individuals with disabilities can maintain their quality of life, access necessary services and benefits, and have their financial and legal affairs properly managed. This type of planning typically involves collaborating with various professionals such as special needs attorneys, financial advisors, and social workers to develop a customized plan tailored to the individual's specific needs and circumstances.

Key aspects of special needs planning may include:

Special needs planning requires a deep understanding of federal and state laws, as well as the unique challenges faced by individuals with disabilities and their families. By engaging in special needs planning, individuals and their families can have peace of mind knowing that their loved ones will be well-cared for and financially secure throughout their lives.

What are Special Needs Trusts?

Special needs trusts, also known as supplemental needs trusts, are legal arrangements that are designed to provide financial support to individuals with disabilities without jeopardizing their eligibility for government benefits such as Medicaid and Supplemental Security Income (SSI). In Arizona, there are different types of special needs trusts, including:

Special needs trusts can be used to provide for a wide range of expenses, including housing, medical care, education, transportation, and other support services. The trustee of the trust is responsible for managing the assets and distributing them to the beneficiary in accordance with the terms of the trust.

It's important to work with an experienced attorney who stays current with the laws related to special needs planning to set up a special needs trust in Arizona. The attorney can help you understand the legal requirements for setting up the trust and ensure that it complies with federal and state laws. 

You can now schedule your consultation online!  Please note, after you have scheduled your consultation online, our staff will contact you to confirm the meeting and give you further details to prepare for the consultation. 

If you need an appointment at a different time than appears available, more information about the consultation process, or have any questions at all, please call the office at 

480-699-3145 and our staff will be more than happy to assist.   

Estate Planning

Wills, Trusts, Powers of Attorney


Adult Guardianship, Supported Decision-Making, Limited Guardianship

Special Needs Planning:

Special Needs Trusts, DDD & ALTCS Planning

Phone:  480-699-3145

Address: 1747 East Morten Avenue, Suite 105, Phoenix, AZ 85020

E-mail: info@emilytaylorlaw.com


Monday:   8:00 a.m. to 4:30 p.m.

Tuesday:   8:00 a.m. to 4:30 p.m.

Wednesday:   8:00 a.m. to 4:30 p.m.

Thursday:   8:00 a.m. to 4:30 p.m.

Friday:    Closed

Saturdays:    By Appointment Only

Emily R. Taylor is an attorney licensed by the State Bar of Arizona.  Emily Taylor practices in the areas of Special Needs Planning, Guardianships (and its alternatives), Estate Planning, and Special Needs Trusts.  The office of Emily R. Taylor, Attorney PLLC is located in Phoenix, Arizona.  Emily Taylor is available to consult on legal matters throughout the state of Arizona.

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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"Emily R. Taylor prepared our family trust and our son's special needs trust.  She was kind, compassionate, thorough and professional. She helped us get through this difficult but necessary process.

Google Review from Mary June 2023